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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,936 | $56,060-64.4% | $76,002-73.8% | $80,874-75.3% |
| Participation rate | 93.9% | 62.0%+31.9pp | 69.1%+24.9pp | 67.6%+26.3pp |
| Annual return | 11.30% | 20.54%-9.2pp | 360.07%-348.8pp | 35.62%-24.3pp |
| Employer contribution / active EE | $288 | $1,873-84.6% | $2,688-89.3% | $2,756-89.6% |
| Participant deferral / active EE | $1,240 | $3,051-59.4% | $4,257-70.9% | $4,297-71.1% |
| Admin fee / account holder | $5,144 | $5,237-1.8% | $6,414-19.8% | $6,935-25.8% |